ESOA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +17.8% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | 0 | 5.40M | $104.39M | +3 | −3 |
| Q1 2026 | 49 | +5 | 4.75M | $62.40M | +7 | −2 |
| Q4 2025 | 44 | 0 | 3.94M | $32.16M | — | — |
| Q3 2025 | 13 | +1 | 2.43M | $25.12M | +1 | — |
| Q2 2025 | 9 | -1 | 2.02M | $20.12M | +1 | −2 |
| Q1 2025 | 7 | 0 | 548.50K | $5.19M | +1 | −1 |
| Q4 2024 | 7 | 0 | 443.75K | $5.60M | — | — |
| Q3 2024 | 6 | +3 | 465.63K | $4.42M | +3 | — |
| Q2 2024 | 3 | — | 313.87K | $2.25M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 601.74K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 601.74K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 601.74K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 568.18K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 568.18K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 568.18K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 568.18K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 568.18K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 267.63K | +111.3% | $2.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 267.63K | +111.3% | $2.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Millennium Management ✦ | 200.96K | +15.0% | $2.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passive) | 135.76K | +170.3% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 93.27K | New | $927,074 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 93.27K | New | $927,074 | 0.0% | New | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 85.70K | -11.1% | $851,858 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 70.43K | +132.1% | $700,034 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 23 | — | $230 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $927,074 | 0.0% |
| Citadel Advisors | $927,074 | 0.0% |
Exited
| Marshall Wace | $483,179 | was 0.0% |
| D. E. Shaw & Co. | $179,021 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 105 holders, 9.00M shares, $112.91M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.